Air Transportation, Scheduled
Standard Industrial Classification: SIC 4512
Industry Insider Sentiment Analysis
The Air Transportation, Scheduled sector (SIC 4512) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016-05-10 23:46 | 2016-05-05 | JBLU | JETBLUE AIRWAYS CORP | CHECKETTS DAVID W | Director | OPT+S | $19.29 | 13,500 | $260,439 | 52,247 |
| 2016-05-05 23:30 | 2016-05-04 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | BUY | $41.42 | 2,500 | $103,540 | 89,580 |
| 2016-05-05 23:30 | 2016-05-04 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $41.39 | 5,000 | $206,950 | 45,940 |
| 2016-05-06 02:42 | 2016-05-05 | ALK | Alaska Air Group Inc. | SPRAGUE JOSEPH A | Officer | SELL | $70.00 | 6,667 | $466,690 | 24,634 |
| 2016-05-06 02:35 | 2016-05-04 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $69.44 | 13,794 | $957,848 | 27,248 |
| 2016-05-03 23:02 | 2016-04-29 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | Officer | OPT+S | $19.75 | 30,512 | $602,643 | 18,457 |
| 2016-05-03 22:58 | 2016-05-02 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $19.85 | 15,000 | $297,750 | 41,564 |
| 2016-04-30 01:08 | 2016-04-28 | UAL | United Airlines Holdings, Inc. | Jojo Linda P | Officer | BUY | $48.77 | 2,500 | $121,923 | 18,792 |
| 2016-04-30 01:07 | 2016-04-28 | UAL | United Airlines Holdings, Inc. | COMPTON JAMES E | Officer | BUY | $48.91 | 2,000 | $97,825 | 74,556 |
| 2016-04-30 01:03 | 2016-04-28 | UAL | United Airlines Holdings, Inc. | Harford Barney | Director | BUY | $49.07 | 60,000 | $2,943,900 | 60,000 |
| 2016-04-28 01:16 | 2016-04-26 | LUV | SOUTHWEST AIRLINES CO | Shaw Mark R | Officer | SELL | $47.31 | 100 | $4,731 | 7,526 |
| 2016-04-28 02:56 | 2016-04-25 | ALK | Alaska Air Group Inc. | SPRAGUE JOSEPH A | Officer | OPT+S | $75.28 | 8,800 | $662,431 | 31,301 |
| 2016-04-28 00:47 | 2016-04-25 | LUV | SOUTHWEST AIRLINES CO | BIEGLER DAVID W | Director | OPT+S | $46.94 | 8,000 | $375,552 | 35,608 |
| 2016-04-28 02:12 | 2016-04-26 | UAL | United Airlines Holdings, Inc. | Hart Gregory L | Officer | BUY | $49.90 | 2,000 | $99,795 | 36,466 |
| 2016-04-28 02:03 | 2016-04-26 | UAL | United Airlines Holdings, Inc. | KENNEDY JAMES A C | Director | BUY | $49.90 | 2,000 | $99,800 | 2,900 |
| 2016-04-28 01:57 | 2016-04-26 | UAL | United Airlines Holdings, Inc. | Milton Robert A | Director | BUY | $49.14 | 1,000 | $49,140 | 1,000 |
| 2016-04-28 01:52 | 2016-04-27 | UAL | United Airlines Holdings, Inc. | LADERMAN GERALD | Officer | BUY | $48.78 | 5,000 | $243,905 | 40,774 |
| 2016-04-28 01:49 | 2016-04-27 | UAL | United Airlines Holdings, Inc. | Whitehurst James M | Director | BUY | $49.23 | 10,000 | $492,255 | 10,000 |
| 2016-04-28 01:42 | 2016-04-26 | UAL | United Airlines Holdings, Inc. | Bonds Michael P | Officer | BUY | $48.38 | 2,000 | $96,766 | 52,865 |
| 2016-04-28 01:39 | 2016-04-26 | UAL | United Airlines Holdings, Inc. | Hart Brett J | Officer | BUY | $49.09 | 5,000 | $245,440 | 59,579 |
| 2016-04-27 02:35 | 2016-04-22 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | OPT+S | $76.04 | 13,813 | $1,050,367 | 18,934 |
| 2016-04-26 01:13 | 2016-04-21 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | BUY | $52.10 | 1,905,000 | $99,251,643 | 16,294,711 |
| 2016-04-26 00:17 | 2016-04-21 | UAL | United Airlines Holdings, Inc. | PAR INVESTMENT PARTNERS LP | Director | BUY | $52.10 | 1,905,000 | $99,251,643 | 16,294,711 |
| 2016-04-22 23:15 | 2016-04-22 | UAL | United Airlines Holdings, Inc. | MUNOZ OSCAR | Director, Officer | BUY | $50.53 | 19,800 | $1,000,494 | 163,675 |
| 2016-04-22 01:28 | 2016-04-19 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $82.36 | 5,000 | $411,800 | 161,457 |
| 2016-04-20 23:30 | 2016-04-19 | DAL | DELTA AIR LINES, INC. | ANDERSON RICHARD H | Director, Officer | OPT+S | $46.98 | 126,390 | $5,937,423 | 326,708 |
| 2016-04-19 23:30 | 2016-04-18 | DAL | DELTA AIR LINES, INC. | ANDERSON RICHARD H | Director, Officer | OPT+S | $46.49 | 264,300 | $12,286,250 | 326,708 |
| 2016-04-19 01:34 | 2016-04-15 | AAL | American Airlines Group Inc. | KIRBY J SCOTT | Officer | OPT+S | $41.30 | 692 | $28,580 | 639,592 |
| 2016-04-15 23:30 | 2016-04-15 | DAL | DELTA AIR LINES, INC. | ANDERSON RICHARD H | Director, Officer | SELL | $47.43 | 123,704 | $5,867,689 | 209,119 |
| 2016-04-08 23:30 | 2016-04-07 | DAL | DELTA AIR LINES, INC. | BRINZO JOHN S | Director | SELL | $46.94 | 2,480 | $116,406 | 50,773 |
| 2016-04-06 23:12 | 2016-04-05 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Officer | SELL | $20.32 | 5,000 | $101,591 | 364,881 |
| 2016-04-05 01:07 | 2016-04-01 | AAL | American Airlines Group Inc. | PARKER W DOUGLAS | Director, Officer | OPT+S | $40.13 | 4,113 | $165,055 | 1,458,441 |
| 2016-04-02 03:14 | 2016-04-01 | ALK | Alaska Air Group Inc. | ELIASEN MARK G | Officer | OPT+S | $80.73 | 2,500 | $201,825 | 4,560 |
| 2016-03-22 04:21 | 2016-03-18 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $83.00 | 731 | $60,673 | 0 | |
| 2016-03-18 23:14 | 2016-03-17 | SAVE | Spirit Aviation Holdings, Inc. | ELKINS DAVID G | Director | BUY | $47.92 | 1,500 | $71,880 | 9,705 |
| 2016-03-16 03:35 | 2016-03-15 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $79.40 | 5,000 | $397,000 | 166,457 |
| 2016-03-15 02:49 | 2016-03-11 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $80.00 | 731 | $58,480 | 731 | |
| 2016-03-15 01:11 | 2016-03-11 | AAL | American Airlines Group Inc. | Nocella Andrew P | Officer | OPT+S | $42.43 | 684 | $29,024 | 252,278 |
| 2016-03-15 00:41 | 2016-03-10 | UAL | United Airlines Holdings, Inc. | KENNEDY JAMES A C | Director | BUY | $57.55 | 900 | $51,793 | 900 |
| 2016-03-12 00:01 | 2016-03-09 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $163.50 | 292,200 | $47,774,700 | 15,000 |
| 2016-03-09 01:06 | 2016-03-07 | SAVE | Spirit Aviation Holdings, Inc. | Bendoraitis John A. | Officer | SELL | $49.00 | 730 | $35,770 | 33,210 |
| 2016-03-09 00:30 | 2016-03-07 | DAL | DELTA AIR LINES, INC. | BRINZO JOHN S | Director | SELL | $48.24 | 2,480 | $119,635 | 53,253 |
| 2016-03-02 01:10 | 2016-03-01 | AAL | American Airlines Group Inc. | PARKER W DOUGLAS | Director, Officer | OPT+S | $41.31 | 57,320 | $2,367,689 | 1,352,428 |
| 2016-02-27 02:30 | 2016-02-24 | LUV | SOUTHWEST AIRLINES CO | Lamb Jeff | Officer | SELL | $40.67 | 6,662 | $270,944 | 166,755 |
| 2016-02-27 00:30 | 2016-02-25 | DAL | DELTA AIR LINES, INC. | ANDERSON RICHARD H | Director, Officer | SELL | $48.75 | 82,000 | $3,997,713 | 250,774 |
| 2016-02-26 00:30 | 2016-02-24 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $48.04 | 3,000 | $144,134 | 80,745 |
| 2016-02-25 01:01 | 2016-02-22 | AAL | American Airlines Group Inc. | Leibman Maya | Officer | SELL | $40.73 | 100,000 | $4,073,470 | 168,556 |
| 2016-02-25 00:30 | 2016-02-23 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $48.73 | 23,676 | $1,153,684 | 118,990 |
| 2016-02-25 00:30 | 2016-02-23 | DAL | DELTA AIR LINES, INC. | HAUENSTEIN GLEN W | Officer | SELL | $49.06 | 31,252 | $1,533,223 | 165,725 |
| 2016-02-23 00:30 | 2016-02-19 | DAL | DELTA AIR LINES, INC. | BOSTOCK ROY J | Director | OPT+S | $46.76 | 9,146 | $427,667 | 8,740 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Air Transportation, Scheduled sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4512) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Air Transportation, Scheduled
Every transaction in the Air Transportation, Scheduled industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.